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Barron’s Advisor — Business
Barron’s Advisor

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.

Copyright: Copyright © Dow Jones & Company, Inc. All rights reserved.

Latest Episodes:

Jane Hanson: The Power of Vulnerability and Other Tips for Advisors Aug 22, 2023

Show notes

The Emmy Award-winning television journalist and coach explains how advisors can improve their communication skills. Host: Greg Bartalos.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alexandra Miele: 'Sphere of Influence' Is the New Referral Marketing Aug 15, 2023

Show notes

Step beyond standard referral methods to learn how "sphere of influence" marketing is redefining client acquisition for the modern age. Host: Steve Sanduski.

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Nancy Daoud: Why Women Will 'Take Over' Wealth Management Aug 08, 2023

Show notes

The Ameriprise private wealth advisor explains why she sees a bright future for women in the industry. Host: Greg Bartalos.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sammy Azzouz: Mastering Organic Growth as an Independent RIA Aug 01, 2023

Show notes

Growth is coming from a strategic focus on employee engagement, business development, client retention, and operational excellence and efficiency. Host: Steve Sanduski

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Karen Altfest: Advising Women, Widows and 9/11 Families Jul 11, 2023

Show notes

The principal advisor at family-owned Altfest Personal Wealth Management on four decades of advocating for women. Host: Greg Bartalos.

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Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM Jun 27, 2023

Show notes

Advisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm, and growth, the Gottfried & Somberg co-founder covers it all. Host: Steve Sanduski.

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Kate Healy: Evangelizing for Financial Planning as a Career Choice Jun 13, 2023

Show notes

Dedicated to driving awareness of the profession to younger and more diverse applicants, Healy shares tips for advisors looking to hire new talent. Host: Greg Bartalos.

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Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity May 30, 2023

Show notes

Through the timeless narrative of 'In the Year 2525,' the co-founder of Wired magazine traverses the frontiers of tech and provides unique insights for understanding life in an age of rapid change. Host: Steve Sanduski.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Barry Ritholtz: How Advisors Can Create Killer Content May 16, 2023

Show notes

Want to create content, but not sure how to get started? The chairman and CIO of Ritholtz Wealth Management tells all. Host: Greg Bartalos.

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Kenton Cool: Lessons in Leadership From a 16-Time Everest Summiteer May 02, 2023

Show notes

The high altitude adventurer shares his hard-earned lessons from a life climbing the world’s highest mountains and how they apply at sea level. Host: Steve Sanduski.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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